Manager × security

SUMITOMO MITSUI FINANCIAL GROUP, INC. IEF holdings history

ISHARES 7-10 YEAR TREASURY B · CUSIP 464287440 · CIK 1022837

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.

Citable facts

As of 2026-06-30, SUMITOMO MITSUI FINANCIAL GROUP, INC. reported 877.33K IEF (shares), valued at $82.97M, or 1.58% of its reported non-derivative portfolio. Filed 2026-08-13.

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Portfolio weight and quantity history

Reported portfolio weight

1.58%

877.33K

877,332

Reported value

$82.97M

USD

Shares increased 2.59%; reported value increased 1.65%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

Quarter	Weight	Quantity	Source
Q2 2026	1.58%	877,332	SEC filing ↗Filed Aug 13, 2026Combination report
Q1 2026	1.66%	855,197	SEC filing ↗Filed May 14, 2026Combination report
Q4 2025	1.42%	832,849	SEC filing ↗Filed Feb 12, 2026Combination report
Q3 2025	1.38%	814,564	SEC filing ↗Filed Nov 12, 2025Combination report
Q2 2025	1.27%	814,133	SEC filing ↗Filed Aug 13, 2025Combination report
Q1 2025	1.40%	798,546	SEC filing ↗Filed May 14, 2025Combination report
Q4 2024	0.93%	753,550	SEC filing ↗Filed Feb 13, 2025Combination report
Q3 2024	1.57%	712,188	SEC filing ↗Filed Nov 8, 2024AmendedCombination report
Q2 2024	2.02%	692,344	SEC filing ↗Filed Aug 13, 2024Combination report
Q1 2024	1.85%	628,917	SEC filing ↗Filed May 13, 2024Combination report
Q4 2023	1.84%	601,528	SEC filing ↗Filed Feb 8, 2024Combination report
Q3 2023	1.61%	547,294	SEC filing ↗Filed Nov 8, 2023Combination report

History & evidence by quarter

Quarter	Weight	Quantity	Value	Change explained	Source
Q3 2023	1.61%	547,294	$50.13M	The prior quarter is outside the free window. Sign in for the comparison.	SEC filing ↗ Filed Nov 8, 2023
Q4 2023	1.84%	601,528	$57.98M	Shares increased 9.91%; reported value increased 15.67%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Feb 8, 2024
Q1 2024	1.85%	628,917	$59.53M	Shares increased 4.55%; reported value increased 2.68%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 13, 2024
Q2 2024	2.02%	692,344	$64.84M	Shares increased 10.09%; reported value increased 8.91%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 13, 2024
Q3 2024	1.57%	712,188	$69.88M	Shares increased 2.87%; reported value increased 7.78%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Nov 8, 2024
Q4 2024	0.93%	753,550	$69.67M	Shares increased 5.81%; reported value decreased 0.31%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Feb 13, 2025
Q1 2025	1.40%	798,546	$76.16M	Shares increased 5.97%; reported value increased 9.32%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 14, 2025
Q2 2025	1.27%	814,133	$77.97M	Shares increased 1.95%; reported value increased 2.38%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 13, 2025
Q3 2025	1.38%	814,564	$78.57M	Shares increased 0.05%; reported value increased 0.77%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Nov 12, 2025
Q4 2025	1.42%	832,849	$80.09M	Shares increased 2.24%; reported value increased 1.93%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Feb 12, 2026
Q1 2026	1.66%	855,197	$81.62M	Shares increased 2.68%; reported value increased 1.91%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 14, 2026
Q2 2026	1.58%	877,332	$82.97M	Shares increased 2.59%; reported value increased 1.65%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 13, 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC. · ISHARES 7-10 YEAR TREASURY B

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.